Prairieview Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$122.0M
Q ending 2026-03-31
Prior quarter
$110.2M
Q ending 2025-12-31
Change
+10.7% QoQ · +49.1% YoY
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $26.1M | 40K |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $14.8M | 149K |
| Hartford Total Return Bond Etf | HTRB | Shares | $11.8M | 351K |
| Ishares Russell Midcap Etf | IWR | Shares | $10.8M | 111K |
| Vanguard Value Etf | VTV | Shares | $10.2M | 52K |
| Ishares National Muni Bond Etf | MUB | Shares | $8.6M | 81K |
| Vanguard Russell 2000 Etf | VTWO | Shares | $8.5M | 85K |
| Jpmorgan Hedged Equity Laddered Ov | HELO | Shares | $7.6M | 120K |
| State Street Spdr Portfolio S&P 50 | SPYG | Shares | $6.3M | 64K |
| Ishares Core Msci Total Internatio | IXUS | Shares | $4.5M | 52K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $2.3M | 46K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $1.4M | 12K |
| Pimco Intermediate Municipal Bond | MUNI | Shares | $1.1M | 22K |
| Jpmorgan Limited Duration Bond Etf | JPLD | Shares | $905K | 17K |
| Global X S&P 500 Covered Call Etf | XYLD | Shares | $776K | 20K |
| American Express Co Com | AXP | Shares | $571K | 2K |
| Cogent Comm Holdings Inc Com New | CCOI | Shares | $560K | 30K |
| State Street Multi-Asset Real Retu | RLY | Shares | $516K | 14K |
| Ishares Core U.S. Reit Etf | USRT | Shares | $500K | 8K |
| State Street Spdr Nuveen Ice High | HYMB | Shares | $475K | 19K |
| Invesco Qqq Trust Series I | QQQ | Shares | $449K | 777 |
| State Street Spdr Portfolio S&P 50 | SPYV | Shares | $442K | 8K |
| Woodward Inc Com | WWD | Shares | $431K | 1K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $431K | 8K |
| Nvidia Corporation Com | NVDA | Shares | $373K | 2K |
| Microsoft Corp Com | MSFT | Shares | $334K | 901 |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $329K | 10K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $259K | 4K |
| Victoryshares Short-Term Bond Etf | USTB | Shares | $254K | 5K |
| Ishares Russell 1000 Etf | IWB | Shares | $244K | 684 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.